401k Plan data: PARKINSON'S FOUNDATION RETIREMENT PLAN plan

PARKINSON'S FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	PARKINSON'S FOUNDATION RETIREMENT PLAN
Plan identification number	002

PARKINSON'S FOUNDATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PARKINSON FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: PARKINSON FOUNDATION, INC.

Employer identification number (EIN): 131866796

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PARKINSON FOUNDATION, INC.

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 731997

More information about PARKINSON FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKINSON'S FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 MARK KEAVEY 2024-04-15 MARK KEAVEY 2024-04-15
002 2021-07-01 MARK KEAVEY 2023-04-17 MARK KEAVEY 2023-04-17
002 2020-07-01 CURT DEGREFF 2022-04-14 CURT DEGREFF 2022-04-14
002 2019-07-01 CURT DEGREFF 2021-04-15 CURT DEGREFF 2021-04-15
002 2018-07-01
002 2018-07-01 CURT DEGREFF 2021-07-19 CURT DEGREFF 2021-07-19
002 2017-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	MARK KEAVEY	2024-04-15	MARK KEAVEY	2024-04-15
002	2021-07-01	MARK KEAVEY	2023-04-17	MARK KEAVEY	2023-04-17
002	2020-07-01	CURT DEGREFF	2022-04-14	CURT DEGREFF	2022-04-14
002	2019-07-01	CURT DEGREFF	2021-04-15	CURT DEGREFF	2021-04-15
002	2018-07-01
002	2018-07-01	CURT DEGREFF	2021-07-19	CURT DEGREFF	2021-07-19
002	2017-07-01

Plan Statistics for PARKINSON'S FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for PARKINSON'S FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: PARKINSON'S FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 151
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 87
Total of all active and inactive participants 2022-07-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 238
Number of participants with account balances 2022-07-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: PARKINSON'S FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 136
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 77
Total of all active and inactive participants 2021-07-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 213
Number of participants with account balances 2021-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PARKINSON'S FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 168
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 23
Total of all active and inactive participants 2020-07-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 191
Number of participants with account balances 2020-07-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PARKINSON'S FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 159
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 122
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 70
Total of all active and inactive participants 2019-07-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 192
Number of participants with account balances 2019-07-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: PARKINSON'S FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 111
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 45
Total of all active and inactive participants 2018-07-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 156
Number of participants with account balances 2018-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0

Measure	Date	Value
2022: PARKINSON'S FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	151
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	87
Total of all active and inactive participants	2022-07-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	238
Number of participants with account balances	2022-07-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: PARKINSON'S FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	136
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	77
Total of all active and inactive participants	2021-07-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	213
Number of participants with account balances	2021-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PARKINSON'S FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	168
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	23
Total of all active and inactive participants	2020-07-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	191
Number of participants with account balances	2020-07-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PARKINSON'S FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	159
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	122
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	70
Total of all active and inactive participants	2019-07-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	192
Number of participants with account balances	2019-07-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: PARKINSON'S FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	111
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	45
Total of all active and inactive participants	2018-07-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	156
Number of participants with account balances	2018-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0

Financial Data on PARKINSON'S FOUNDATION RETIREMENT PLAN

Measure	Date	Value
2023 : PARKINSON'S FOUNDATION RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$11,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$22,263
Expenses. Interest paid	2023-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,587,042
Total of all expenses incurred	2023-06-30	$376,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$369,493
Expenses. Certain deemed distributions of participant loans	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,642,569
Value of total assets at end of year	2023-06-30	$8,759,068
Value of total assets at beginning of year	2023-06-30	$6,558,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$6,705
Total interest from all sources	2023-06-30	$15,604
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$185,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$815,867
Participant contributions at end of year	2023-06-30	$108,123
Participant contributions at beginning of year	2023-06-30	$77,339
Participant contributions at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$104,469
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$79,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$7,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$18,769
Other income not declared elsewhere	2023-06-30	$33,526
Liabilities. Value of operating payables at end of year	2023-06-30	$3,770
Liabilities. Value of operating payables at beginning of year	2023-06-30	$3,494
Total non interest bearing cash at end of year	2023-06-30	$3,899
Total non interest bearing cash at beginning of year	2023-06-30	$4,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,210,844
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$8,747,426
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,536,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$6,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$8,098,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$6,123,186
Interest on participant loans	2023-06-30	$5,559
Income. Interest from US Government securities	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$468,971
Value of interest in common/collective trusts at beginning of year	2023-06-30	$353,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$10,045
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$709,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$722,233
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$185,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$369,493
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BDO USA, P.C.
Accountancy firm EIN	2023-06-30	135381590
2022 : PARKINSON'S FOUNDATION RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$22,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$27,036
Total income from all sources (including contributions)	2022-06-30	$383,713
Total of all expenses incurred	2022-06-30	$535,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$534,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,524,247
Value of total assets at end of year	2022-06-30	$6,558,845
Value of total assets at beginning of year	2022-06-30	$6,715,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,132
Total interest from all sources	2022-06-30	$8,273
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$633,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$633,366
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$674,543
Participant contributions at end of year	2022-06-30	$77,339
Participant contributions at beginning of year	2022-06-30	$55,462
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$228,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$18,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$25,158
Other income not declared elsewhere	2022-06-30	$-407
Administrative expenses (other) incurred	2022-06-30	$0
Liabilities. Value of operating payables at end of year	2022-06-30	$3,494
Liabilities. Value of operating payables at beginning of year	2022-06-30	$1,878
Total non interest bearing cash at end of year	2022-06-30	$4,417
Total non interest bearing cash at beginning of year	2022-06-30	$2,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-151,700
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,536,582
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,688,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$1,132
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$6,123,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,293,735
Income. Interest from loans (other than to participants)	2022-06-30	$3,548
Value of interest in common/collective trusts at end of year	2022-06-30	$353,903
Value of interest in common/collective trusts at beginning of year	2022-06-30	$363,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$4,725
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,781,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$620,967
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$534,281
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BDO USA, LLP
Accountancy firm EIN	2022-06-30	135381590
2021 : PARKINSON'S FOUNDATION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$27,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$1,481
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,112,684
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$396,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$395,769
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,740,412
Value of total assets at end of year	2021-06-30	$6,715,318
Value of total assets at beginning of year	2021-06-30	$3,973,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,029
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$2,186
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$149,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$144,665
Assets. Real estate other than employer real property at end of year	2021-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-06-30	$0
Administrative expenses professional fees incurred	2021-06-30	$1,029
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$475,219
Participant contributions at end of year	2021-06-30	$55,462
Participant contributions at beginning of year	2021-06-30	$70,927
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$742,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Assets. Loans (other than to participants) at end of year	2021-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$25,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$175
Other income not declared elsewhere	2021-06-30	$432
Administrative expenses (other) incurred	2021-06-30	$0
Liabilities. Value of operating payables at end of year	2021-06-30	$1,878
Liabilities. Value of operating payables at beginning of year	2021-06-30	$1,306
Total non interest bearing cash at end of year	2021-06-30	$2,133
Total non interest bearing cash at beginning of year	2021-06-30	$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$2,715,886
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,688,282
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,972,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,293,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,581,826
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$2,173
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$0
Income. Interest from US Government securities	2021-06-30	$0
Income. Interest from corporate debt instruments	2021-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$363,988
Value of interest in common/collective trusts at beginning of year	2021-06-30	$319,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$13
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Asset value of US Government securities at end of year	2021-06-30	$0
Asset value of US Government securities at beginning of year	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,220,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Assets. Value of employer real property at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$523,174
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$4,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$395,769
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Contract administrator fees	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$0
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BDO USA, LLP
Accountancy firm EIN	2021-06-30	135381590
2020 : PARKINSON'S FOUNDATION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$1,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$1,212
Expenses. Interest paid	2020-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,059,804
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$214,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$214,548
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$952,851
Value of total assets at end of year	2020-06-30	$3,973,877
Value of total assets at beginning of year	2020-06-30	$3,128,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$149
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$3,637
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$97,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$97,261
Assets. Real estate other than employer real property at end of year	2020-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2020-06-30	$0
Administrative expenses professional fees incurred	2020-06-30	$149
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$312,729
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$431,698
Participant contributions at end of year	2020-06-30	$70,927
Participant contributions at beginning of year	2020-06-30	$61,952
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Assets. Loans (other than to participants) at end of year	2020-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$175
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$0
Liabilities. Value of operating payables at end of year	2020-06-30	$1,306
Liabilities. Value of operating payables at beginning of year	2020-06-30	$1,037
Total non interest bearing cash at end of year	2020-06-30	$1,308
Total non interest bearing cash at beginning of year	2020-06-30	$1,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$845,107
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,972,396
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,127,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,581,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,825,782
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$3,531
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$0
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Value of interest in master investment trust accounts at end of year	2020-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$319,816
Value of interest in common/collective trusts at beginning of year	2020-06-30	$234,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$106
Assets. Value of investments in 103.12 investment entities at end of year	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Asset value of US Government securities at end of year	2020-06-30	$0
Asset value of US Government securities at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$227
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$5,828
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Assets. Value of employer real property at end of year	2020-06-30	$0
Assets. Value of employer real property at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$521,153
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$5,524
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$214,548
Asset. Corporate debt instrument preferred debt at end of year	2020-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$0
Contract administrator fees	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BDO USA, LLP
Accountancy firm EIN	2020-06-30	135381590
2019 : PARKINSON'S FOUNDATION RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$1,212
Value of total assets at end of year	2019-06-30	$3,128,501
Value of total assets at beginning of year	2019-06-30	$0
Participant contributions at end of year	2019-06-30	$61,952
Participant contributions at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$175
Liabilities. Value of operating payables at end of year	2019-06-30	$1,037
Total non interest bearing cash at end of year	2019-06-30	$1,170
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,127,289
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,825,782
Value of interest in common/collective trusts at end of year	2019-06-30	$234,073
Employer contributions (assets) at end of year	2019-06-30	$5,524
Liabilities. Value of acquisition indebtedness at end of year	2019-06-30	$0

Form 5500 Responses for PARKINSON'S FOUNDATION RETIREMENT PLAN

2022: PARKINSON'S FOUNDATION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PARKINSON'S FOUNDATION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PARKINSON'S FOUNDATION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PARKINSON'S FOUNDATION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PARKINSON'S FOUNDATION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PARKINSON FOUNDATION, INC.
Employer identification number (EIN):	131866796
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	731997